WorkRails Services CPQ + Salesforce Integration

WorkRails Services CPQ is built specifically for configuring services and producing a custom services SOW. In this video, we walk through how Services CPQ integrates with Salesforce. WorkRails is able to launch directly from the opportunity and pass key data points back into the opportunity, updating notes, attachments, quote lines, and more.

Product CPQ doesn’t cut it when dealing with services. If your organization sells professional services and generates services SOWs alongside product, then let us show you how WorkRails’ Services CPQ can transform your services sales process!

Schedule a custom demo.